"We'll also be looking at financial planning around the world," adds Joel Bruckenstein, CFP, "and expanding on topics we have touched on in the past, such as tablets and iPads. We'll be discussing social media archiving and systems to aid in compliance. There will be a case study on the use of a Web-based document management system and we'll look closely at the contractual ramifications of operating fully in the cloud. As always, we'll be including sessions that cover 'what's new' in financial planning, CRM, document management, desktop portable management systems, and rebalancing."
"We're going to offer the attendees the opportunity to participate in round tables for networking purposes in lieu of attending breakout sessions in one of the time slots," adds Drucker. "We've found that conference attendees have much to offer each other, not just in terms of networking, but also as far as sharing experiences and best practices. We hope that the new format will transform the experience from one of viewing discussions to participating in them.
Linda Bready of B-Ready Outsourcing Solutions, a company that provides virtual investment data management and performance reporting services to the professional investment advisor community, talks about outsourcing solutions for financial advisors at #T32011.
What if you could go one place online and
Conrad Foster of CEO Image tells us why he's sponsored every T3 Conference since inception. He also talks about paperless solutions in this 1 minute video.
Janet Davis from Trusted Advisors Consulting shares her impressions as first-time attendee at the T3 Conference. Janet is a tax expert who provides outsource solutions to financial advisors. She came to network at the industry's premier "applied technology event."
Envestnet's Blake Wood talks about UMH and the new standard
Watch a 1 minute video interview with technology 
Mike Byrnes is a practice management consultant to the industry. He attended the T3 conference for the first time in February 2011.
Financial Planning Industry Leaders to Speak on State of the Art Topics and Visions for the FutureArcons Technology, Inc. provides tools and a technology platform to manage traditional and alternative investments. Their products and services are specifically designed to meet their clients’ needs in the domains of asset accounting, complex reporting, performance management, rebalancing, custodial downloads and optimization.
They provide expert resources to implement and operate mission critical investment management systems.
Their technology products provide Schwab PortfolioCenter® and Advent Axys® portfolio accounting system users an easy way to manage pricing data, manage alternative investment products and complex client account ownership structures. They also tailor unique solutions for advisors clients to integrate their Portfolio Center or Axys® data into other systems and build analytical frameworks.
Their data migration and data aggregation solutions help Advent Axys/APX, Schwab PortfolioCenter® and Scottrade Portfolio Director users. They provide an easy way to get current custodial data and to move historical transactions from one system to another.
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Total Rebalance Expert (TRX)® is a rebalancing software solution for RIAs who use Schwab PortfolioCenter® and who adhere to Modern Portfolio Theory (asset allocation).
The program is designed to bring portfolio management to a new level with features such as Analysis Expert and Tax Loss Harvesting, both at the touch of a button. The speed at which meaningful decisions can be made enables Advisors to significantly grow their practices because they can serve more investors, delivering very high-quality services.
Developed 2007-08, TRX is the brainchild of Sheryl Rowling, Cheryll Lurtz, and Debra Dold. In their professional practice, Sheryl and Debra saw the need for an automated rebalancing tool that could be easily integrated with an Advisor’s existing practice. They set out to create a simple yet powerful investment allocation analysis software that could be up and running with minimal set-up, and easily operated by anyone in the Advisor’s office.
Cheryll, a seasoned programmer with a financial background, teamed with Sheryl and Debra—both CPAs and Personal Financial Specialists—who contributed their extensive financial planning and investment advisory knowledge to the functional performance of TRX. They each have three decades of experience in their respective specialties. Together, they brought their vision to fruition.
Read more at www.trxpert.com.
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